Transitioning Leadership
Roz reflects on the importance of preparing for leadership transitions within her investment team. By fostering an environment of transparency and ensuring that her team was equipped to handle her responsibilities, she aimed to maintain stability amid changes in leadership. With a clear retirement date in mind, she strategically focused on grooming Joshua as her successor, recognizing the need for a seamless transition in an industry often marked by abrupt departures.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
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